Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Costello is a financial advisor with Waldron Private Wealth. Kelly has over 20 years of experience in the financial services industry. Kelly has worked at several firms, including Raymond James & Associates, Inc., Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kelly holds Series 7, Series 63, and Series 65 licenses. Kelly specializes in providing financial planning, investment management, and insurance planning services to individuals and families. Kelly is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
10/10/2024 - Present
Waldron Private Wealth (Plymouth MI)
MI
03/10/2017 - 01/25/2024
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM MI)
MI
03/06/2012 - 03/13/2017
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
NY
03/20/2008 - 03/16/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
NJ
10/20/2006 - 03/14/2008
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
09/19/2005 - 07/21/2006
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
03/18/2005 - 09/19/2005
PERSHING LLC (JERSEY CITY NJ)
NY
04/19/2002 - 03/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/31/2001 - 03/22/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 02/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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